December 9, 2020

How to Make Opportunity Zone Funds Work

COVID-19, Opportunity Zones

About this Webinar

The Opportunity Zone program intrigued entrepreneurs and investors with capital gains to look into qualified opportunity zone projects across the nation. Now questions abound on how to *actually* operate OZ funds and meet the complex program requirements.

Presented by SKR+CO Tax Partner Trinity Bradley Anderson and Tax Supervising Senior Jared Usrey:
– Things to know about operating a Qualified Opportunity Fund
– Meeting substantial improvement requirements + asset tests
– Complying with working capital safe harbor: Let’s talk cash!
– Nitty Gritty questions we’re hearing
– COVID impacts on the OZ program

Guest presenters:
– Pikes Peak Regional updates on OZ – Chelsea Gaylord, Senior Economic Development Specialist, City of Colorado Springs
– OEDIT’s accelerator program – Jack Tiebout. Opportunity Zone Program Manager, OEDIT


Trinity Bradley-Anderson, CPA, Tax Partner
Trinity has been in public accounting since 1996. Her specialties include real estate, opportunity zones, construction, small businesses and their owners.

Resource Files